OVERVIEW
Virtual Assistants
Kore.ai Platform
Key Concepts
Natural Language Processing (NLP)
Accessing Platform
VIRTUAL ASSISTANTS
Virtual Assistant Builder
Virtual Assistant Types
Getting Started
Create a Simple Bot
SKILLS
Storyboard
Dialog Tasks
Introduction
Dialog Builder (New)
Dialog Builder (Legacy)
User Intent Node
Dialog Node
Entity Node
Supported Entity Types
Composite Entities
Supported Colors
Supported Company Names
Form Node
Logic Node
Message Nodes
Confirmation Nodes
Bot Action Node
Service Node
Custom Authentication
2-way SSL for Service nodes
Script Node
Agent Transfer Node
WebHook Node
Grouping Nodes
Connections & Transitions
Manage Dialogs
User Prompts
Knowledge Graph
Terminology
Building
Generation
Importing and Exporting
Analysis
Knowledge Extraction
Train
Build
Alert Tasks
Introduction
Ignore Words and Field Memory
How to Schedule a Smart Alert
Small Talk
Digital Views
Introduction
How to Configure Digital Views
Digital Forms
Overview
How to Configure Digital Forms
NATURAL LANGUAGE
Overview
Machine Learning
Introduction
Model Validation
Fundamental Meaning
Introduction
NLP Guidelines
Knowledge Graph
Traits
Introduction
How to Use Traits
Ranking and Resolver
Advanced NLP Configurations
INTELLIGENCE
Overview
Context Management
Overview
Session and Context Variables
Context Object
How to Manage Context Switching
Manage Interruptions
Dialog Management
Sub Intents & Follow-up Intents
Amend Entity
Multi-Intent Detection
Sentiment Management
Tone Analysis
Sentiment Management
Event Based Bot Actions
Default Conversations
Default Standard Responses
TEST & DEBUG
Talk to Bot
Utterance Testing
Batch Testing
Record Conversations
Conversation Testing
CHANNELS
PUBLISH
ANALYZE
Overview
Dashboard
Custom Dashboard
Overview
How to Create Custom Dashboard
Conversation Flows
NLP Metrics
ADVANCED TOPICS
Universal Bots
Overview
Defining
Creating
Training
Customizing
Enabling Languages
Store
Smart Bots
Defining
koreUtil Libraries
SETTINGS
Authorization
Language Management
PII Settings
Variables
Functions
IVR Integration
General Settings
Management
Import & Export
Delete
Bot Versioning
Collaborative Development
Plan Management
API GUIDE
API Overview
API List
API Collection
SDKs
SDK Overview
SDK Security
SDK App Registration
Web SDK Tutorial
Message Formatting and Templates
Mobile SDK Push Notification
Widget SDK Tutorial
Widget SDK – Message Formatting and Templates
Web Socket Connect & RTM
Using the BotKit SDK
Installing
Configuring
Events
Functions
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
ADMINISTRATION
HOW TOs
Create a Simple Bot
Create a Banking Bot
Transfer Funds Task
Update Balance Task
Context Switching
Using Traits
Schedule a Smart Alert
Configure UI Forms
Add Form Data into Data Tables
Configuring Digital Views
Add Data to Data Tables
Update Data in Data Tables
Custom Dashboard
Custom Tags to filter Bot Metrics
Patterns for Intents & Entities
Build Knowledge Graph
Global Variables
Content Variables
Using Bot Functions
Configure Agent Transfer
RELEASE NOTES

Where to find what

This document is aimed at giving you an overview of the virtual assistant platform as a guide to the various feature offerings.

Legacy UI

The legacy Bot Builder has the left navigation menu which slides out on hover.

New UI

The new Bot builder has the elements categorized into main and sub-menu items. The main menu items are available in the top menu while in the corresponding left navigation panel you will find the menu items.

Tasks

Feature/
Functionality
Legacy UI New UI (v9.0)
Storyboard Storyboard Build -> Conversation Skills -> Storyboard
Small Talk Bot Tasks -> Small Talk Build -> Conversation Skills -> Small Talk
Dialog Tasks Bot Tasks -> Dialog Tasks Build -> Conversation Skills -> Dialog Tasks
Alert Tasks Bot Tasks -> Alert Tasks Build -> Conversation Skills -> Alert Tasks
Information Tasks Bot Tasks -> Information Tasks Deprecated
Action Tasks Bot Tasks -> Action Tasks Deprecated
Knowledge Graph Bot Tasks -> Knowledge Graph Build -> Conversation Skills -> Knowledge Graph
Forms Bot Tasks -> Digital Forms Build -> Digital Skills -> Digital Forms
Widget & Panels Bot Tasks -> Digital Views Build -> Digital Skills -> Digital Views

Natural Language

Feature/
Functionality
Legacy UI New UI (v9.0)
Bot Synonyms
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Synonyms & Concepts Build -> Natural Language -> Training -> Bot Synonyms
Utterances
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Machine Learning Utterances Build -> Natural Language -> Training -> Intents
Patterns
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Patterns and Rules Build -> Natural Language -> Training -> Intents
Negative Patterns
(enabling)
Natural Language -> Training -> Advanced Settings Build -> Natural Language -> Advanced Settings
Negative Patterns
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Negative Patterns Build -> Natural Language -> Training -> Intents
Rules
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Patterns and Rules Build -> Natural Language -> Training -> Intents
Synonyms
(for Entity extraction)
Entity node within the Dialog Task -> NLP Properties Entity node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Synonyms & Concepts Build -> Natural Language -> Training -> Entities
Patterns
(for Entity extraction)
Entity node within the Dialog Task -> NLP Properties Entity node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Patterns and Rules Build -> Natural Language -> Training -> Entities
Synonyms
(for Field extraction)
Entity node within the Dialog Task -> NLP Properties Entity node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Synonyms & Concepts Build -> Natural Language -> Training -> Fields
Patterns
(for Field extraction)
Entity node within the Dialog Task -> NLP Properties Entity node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Patterns and Rules Build -> Natural Language -> Training -> Fields
Add Concepts Natural Language -> Training -> Synonyms & Concepts Build -> Natural Language -> Training
Add Traits Natural Language -> Training -> Traits Build -> Natural Language -> Training
Validate ML Model Natural Language -> Training -> Machine Learning Utterances Build -> Natural Language -> Training
Import/Export Utterances Natural Language -> Training -> Machine Learning Utterances Build -> Natural Language -> Training
Set Thresholds & Configurations
for various NL engines
Natural Language -> Training -> Thresholds & Configurations Build -> Natural Language -> Thresholds & Configurations
Auto training for ML Natural Language -> Training -> Advanced Settings Build -> Natural Language -> Advanced Settings

Intelligence & Settings

Feature/
Functionality
Legacy UI New UI (v9.0)
Default Dialog Natural Language -> Default Conversation Build -> Intelligence -> Default Dialog
Configure Events
(previously Event Handlers)
Natural Language -> Default Conversation  Build -> Intelligence -> Events
Interruption Handling Natural Language -> Intelligence  Build -> Intelligence -> Manage Interruptions
Multi Intent detection Natural Language -> Intelligence  Build -> Intelligence -> Multi intent Detection
Amend entities Natural Language -> Intelligence  Build -> Intelligence -> Amend Entity
Sentiment Management Natural Language -> Intelligence  Build -> Intelligence -> Sentiment Management
Standard Responses Natural Language -> Default Conversation Build -> Intelligence-> Standard Responses
Ignore Words & Fields Natural Language -> Intelligence Build -> Intelligence -> Ignore Words & Fields
Bot Settings Settings -> Config Settings  Build -> Configurations -> General Settings
Language enablement Settings -> Config Settings  Build -> Configurations -> Languages
Data Redaction Settings -> Config Settings Build -> Configurations -> PII Settings
Auth Profiles Settings -> Config Settings Build -> Configurations -> Authorization Profiles
Manage Sessions Settings -> Config Settings Build -> Configurations -> Manage Sessions
Environment Variables Settings -> Config Settings Build -> Configurations -> Environment Variables
Content Variables Settings -> Config Settings Build -> Configurations -> Content Variables

Testing

Feature/
Functionality
Legacy UI New UI (v9.0)
Utterance Testing Testing -> Utterance Testing Build -> Testing -> Utterance Testing
Batch Testing Testing -> Batch Testing Build -> Testing -> Batch Testing

Metrics

Feature/
Functionality
Legacy UI New UI (v9.0)
Usage Metrics Dashboard -> Usage Metrics Analyze -> Usage Metrics
Custom Dashboards Dashboard -> Custom Dashboards Analyze -> Custom Dashboards
Containment Metrics Dashboard -> Containment Metrics Analyze -> Containment Metrics
NLP Metrics
(previously Metrics)
Analyze -> Metrics Analyze -> NLP Metrics
Conversation Flows Analyze -> Conversation Flows Analyze -> Conversation Flows

Miscellaneous

Feature/
Functionality
Legacy UI New UI (v9.0)
Channel Enablement Channels Deploy -> Channels
Agent Transfer API Extensions -> Agent Transfer Deploy -> Integrations -> Agent Transfer
Bot Kit API Extensions -> BotKit SDK Deploy -> Integrations -> BotKit
Web/Mobile SDK API Extensions -> Web/Mobile SDK Deploy -> Integrations -> Web/Mobile SDK
Apps API Extensions -> Apps Deploy -> Integrations -> Apps
API Scopes API Extensions -> API Scopes Deploy -> Integrations -> API Scopes
Publish Bot Publish Deploy -> Bot Management -> Publish
Versioning Settings -> Bot Management Deploy -> Bot Management -> Bot Versions
Import/Export Bot Settings -> Bot Management Deploy -> Bot Management -> Import & Export
Delete Bot Settings -> Bot Management Deploy -> Bot Management -> Delete Bot
Team Collaboration
(previously Invite Developer)
Settings -> Bot Management Manage -> Team
Plan details NA Manage -> Plan & Usage
Invoices NA Manage -> Invoices

Universal Bot

These are the features specific to Universal Bots, for other features refer to the above sections.

Feature/
Functionality
Legacy UI New UI (v9.0)
Linked Bot Bot Tasks -> Linked Bot Build -> Conversational Skills -> Linked Bot
Widgets & Panels NA Build -> Digital Skills -> Digital Views
Linked Bot Training Natural Language -> Training Build -> Natural Language -> Linked Bot Training